Cyndeo Wealth Partners, LLC holds a diversified book of 478 stocks worth $1.9B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened Kraft Heinz Co and trimmed Broadcom Inc. Their largest long position is Microsoft Corp at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1950947/holdings"
Use Arkolith to show Cyndeo Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $71.3M | 192.6K | 3.8% | ▲+13% Added · +22K sh | |
| 2 | Apple Inc COM | $57.3M | 225.8K | 3.0% | ▲+7.7% Added · +16K sh | |
| 3 | Nvidia Corporation COM | $55.0M | 315.1K | 2.9% | ▲+8.7% Added · +25K sh | |
| 4 | Broadcom Inc COM | $52.6M | 170.0K | 2.8% | ▼−6.6% Reduced · −12K sh | |
| 5 | Amazon Com Inc COM | $40.7M | 195.2K | 2.1% | ▼−6.3% Reduced · −13K sh | |
| 6 | First TR Exchange Trad FD VI FST TR GLB FD | $32.5M | 1.13M | 1.7% | ▲+20% Added · +188K sh | |
| 7 | Abbvie Inc COM | $29.8M | 136.9K | 1.6% | ▲+3.8% Added · +5K sh | |
| 8 | Fidelity Merrimack STR TR TOTAL BD ETF | $29.4M | 645.3K | 1.5% | ▲+17% Added · +94K sh | |
| 9 | Alphabet Inc CAP STK CL A | $29.1M | 101.3K | 1.5% | ▼−0.8% Reduced · −836 sh | |
| 10 | Exxon Mobil Corp COM | $25.8M | 151.8K | 1.4% | ▲+92% Added · +73K sh | |
| 11 | Vanguard Index FDS SMALL CP ETF | $25.4M | 97.0K | 1.3% | ▲+4.7% Added · +4K sh | |
| 12 | First TR Exchange-Traded FD CORE INVESTMENT | $25.3M | 1.20M | 1.3% | ▲+23% Added · +226K sh | |
| 13 | JPMorgan Chase & Co. COM | $22.8M | 77.5K | 1.2% | ▼−19% Reduced · −18K sh | |
| 14 | Ishares Gold TR ISHARES NEW | $21.8M | 247.8K | 1.1% | ▼−6.7% Reduced · −18K sh | |
| 15 | First TR Exchng Traded FD VI TCW UNCONSTRAI | $20.8M | 839.9K | 1.1% | ▲+8.6% Added · +66K sh | |
| 16 | Ishares TR ISHS 5-10YR INVT | $20.5M | 385.1K | 1.1% | ▲+7.5% Added · +27K sh | |
| 17 | Taiwan Semiconductor MFG Ltd SPONSORED ADS | $20.4M | 60.3K | 1.1% | ▼−21% Reduced · −16K sh | |
| 18 | Principal Exchange Traded FD ACTIVE HIGH YL | $20.3M | 1.07M | 1.1% | ▲+10% Added · +99K sh | |
| 19 | Invesco Actively Managed Exc ULTRA SHRT DUR | $20.2M | 403.4K | 1.1% | ▲+10% Added · +38K sh | |
| 20 | First TR Exchange-Traded FD SENIOR LN FD | $20.1M | 447.8K | 1.1% | ▲+11% Added · +44K sh | |
| 21 | Sprott Physical Gold TR UNIT | $20.0M | 563.1K | 1.0% | ▼−19% Reduced · −133K sh | |
| 22 | Johnson & Johnson COM | $19.9M | 81.3K | 1.0% | ▼−37% Reduced · −49K sh | |
| 23 | Meta Platforms Inc CL A | $19.0M | 33.3K | 1.0% | ▲+4.7% Added · +1K sh | |
| 24 | TJX Cos Inc New COM | $18.0M | 112.7K | 0.9% | ▲+12% Added · +12K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $16.8M | 38.5K | 0.9% | ▲+2.7% Added · +1K sh | |
| 26 | Oracle Corp COM | $16.8M | 114.4K | 0.9% | ▲+12% Added · +13K sh | |
| 27 | Abbott Labs COM | $16.7M | 162.9K | 0.9% | ▲+1.8% Added · +3K sh | |
| 28 | Eli Lilly & Co COM | $16.5M | 18.0K | 0.9% | ▲+20% Added · +3K sh | |
| 29 | Ishares TR CORE S&P500 ETF | $16.1M | 24.6K | 0.8% | ▲+1.8% Added · +438 sh | |
| 30 | RTX Corporation COM | $15.2M | 78.9K | 0.8% | ▲+33% Added · +20K sh | |
| 31 | Home Depot Inc COM | $15.0M | 45.6K | 0.8% | ▼−0.7% Reduced · −343 sh | |
| 32 | Pfizer Inc COM | $14.5M | 516.8K | 0.8% | ▲+411% Added · +416K sh | |
| 33 | Chevron Corp New COM | $14.0M | 67.9K | 0.7% | ▲+377% Added · +54K sh | |
| 34 | Global X FDS GLOBAL X URANIUM | $14.0M | 289.4K | 0.7% | ▼−30% Reduced · −124K sh | |
| 35 | SPDR S&P 500 ETF TR TR UNIT | $13.9M | 21.4K | 0.7% | ▼−2.7% Reduced · −592 sh | |
| 36 | Ark 21SHARES Bitcoin ETF SHS BEN INT | $13.6M | 605.9K | 0.7% | ▲+46% Added · +192K sh | |
| 37 | Nuveen Floating Rate Income COM | $13.5M | 1.80M | 0.7% | ▲+17% Added · +265K sh | |
| 38 | Sprott Physical Silver TR TR UNIT | $13.3M | 545.0K | 0.7% | ▼−48% Reduced · −512K sh | |
| 39 | Altria Group Inc COM | $13.0M | 196.3K | 0.7% | ▲+0.2% Added · +389 sh | |
| 40 | Verizon Communications Inc COM | $12.8M | 254.6K | 0.7% | ▲+2.0% Added · +5K sh | |
| 41 | Merck & Co Inc COM | $12.6M | 104.5K | 0.7% | ▼−15% Reduced · −19K sh | |
| 42 | NextEra Energy Inc COM | $12.4M | 133.8K | 0.7% | ▲+10% Added · +12K sh | |
| 43 | Palantir Technologies Inc CL A | $12.2M | 83.5K | 0.6% | ▼−1.0% Reduced · −872 sh | |
| 44 | Analog Devices Inc COM | $11.9M | 37.5K | 0.6% | ▼−2.9% Reduced · −1K sh | |
| 45 | AT&T Inc COM | $11.3M | 388.9K | 0.6% | ▲12× Added · +356K sh | |
| 46 | Linde PLC SHS | $11.2M | 22.6K | 0.6% | ▲+35% Added · +6K sh | |
| 47 | BlackRock Multi Sector Inc T COM | $11.0M | 879.9K | 0.6% | ▲+5.0% Added · +42K sh | |
| 48 | Morgan Stanley COM NEW | $11.0M | 66.8K | 0.6% | ▼−29% Reduced · −27K sh | |
| 49 | Duke Energy Corp New COM NEW | $11.0M | 84.0K | 0.6% | ▲+35% Added · +22K sh | |
| 50 | Kinder Morgan Inc Del COM | $10.9M | 324.5K | 0.6% | ▲+4.5% Added · +14K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 478 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 7, 2026 | 477 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 474 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 465 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 448 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 441 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 444 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 394 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 17, 2024 | 380 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 12, 2024 | 367 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 339 | $959.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 324 | $956.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 25, 2023 | 320 | $927.7M | 13F-HR/A |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 311 | $851.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.